IWM

Inlight Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 28.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$7.33M
3 +$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.91M

Top Sells

1 +$671K
2 +$466K
3 +$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHOP icon
126
Shopify
SHOP
$169B
$23.3K 0.01%
145
UBER icon
127
Uber
UBER
$158B
$23.2K 0.01%
284
-129
CADE
128
DELISTED
Cadence Bank
CADE
$21.4K 0.01%
+500
CRWD icon
129
CrowdStrike
CRWD
$103B
$21.1K 0.01%
45
-20
OXY icon
130
Occidental Petroleum
OXY
$52.9B
$20.6K 0.01%
500
GE icon
131
GE Aerospace
GE
$356B
$19.8K 0.01%
64
NET icon
132
Cloudflare
NET
$65.4B
$19.7K 0.01%
100
KO icon
133
Coca-Cola
KO
$336B
$19.4K 0.01%
277
SPYM
134
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$17.9K 0.01%
223
SCHB icon
135
Schwab US Broad Market ETF
SCHB
$38.6B
$17.7K 0.01%
+675
MMM icon
136
3M
MMM
$84.7B
$17.6K 0.01%
110
REZ icon
137
iShares Residential and Multisector Real Estate ETF
REZ
$847M
$16.5K 0.01%
200
RTX icon
138
RTX Corp
RTX
$280B
$14.9K 0.01%
81
AMGN icon
139
Amgen
AMGN
$204B
$13.7K 0.01%
42
IBIT icon
140
iShares Bitcoin Trust
IBIT
$55.6B
$12.8K ﹤0.01%
258
+240
GILD icon
141
Gilead Sciences
GILD
$184B
$12.7K ﹤0.01%
103
CSCO icon
142
Cisco
CSCO
$319B
$12.2K ﹤0.01%
159
-11
META icon
143
Meta Platforms (Facebook)
META
$1.69T
$11.9K ﹤0.01%
18
-21
DVY icon
144
iShares Select Dividend ETF
DVY
$22.6B
$10.3K ﹤0.01%
73
GEV icon
145
GE Vernova
GEV
$227B
$9.8K ﹤0.01%
15
U icon
146
Unity
U
$8.82B
$9.36K ﹤0.01%
212
ARLP icon
147
Alliance Resource Partners
ARLP
$3.46B
$9.29K ﹤0.01%
400
NOW icon
148
ServiceNow
NOW
$119B
$9.19K ﹤0.01%
60
-5
MDLZ icon
149
Mondelez International
MDLZ
$75.2B
$8.99K ﹤0.01%
167
BAC icon
150
Bank of America
BAC
$363B
$8.74K ﹤0.01%
159
-226